Panel Discussion “CFOs’ Top Concerns in 2014 and Their Changing Roles.”
Join us for a stimulating evening of conversation with our accomplished CFO panelist.
Location: LPL Financial San Diego Tower
Address: 4707 Executive Drive, San Diego CA 92121
Date: Tuesday, September 23, 2014
Time: Networking – 5:30 p.m., Presentation – 6:00 p.m.
LPL Financial is a leader in the financial advice market and provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,800 independent financial advisors and over 700 banks and credit unions. LPL Financial is the nation’s largest independent broker-dealer since 1996 (based on total revenues, Financial Planning magazine, June 1996-2014), is a fast-growing Registered Investment Advisor (RIA) custodian with $78 billion in retail assets served, and acts as an independent consultant to over 40,000 retirement plans with approximately $110 billion in retirement plan assets served.
Executive Search for Finance & Accounting
A business line of Roth Staffing Companies, L.P.
As a division of Roth Staffing, Ledgent remains the only staffing company ever to be ranked #1 on the Inc. 500, recognizing us as the fastest growing privately-held company in the United States over a 5 year period. We have won multiple awards based on our alignment with the Malcolm Baldrige Criteria for Performance Excellence. Today, we are one of the nation’s largest privately-held staffing companies with branches throughout the United States